Purchases and Sales Made in Q4 2023 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q4 2023. The information is specifically focused on institutions that hold shares of Haleon plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
52+ 0.41% |
$405 - $448
|
12.6K
$118K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 1.95% |
$389 - $431
|
2.61K
$24.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
47+ 2.5% |
$366 - $405
|
1.93K
$18.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
44New |
$342 - $379
|
44
$413
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
31New |
$241 - $267
|
31
$291
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
29New |
$226 - $250
|
29
$272
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
25New |
$195 - $215
|
25
$235
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 0.3% |
$171 - $190
|
7.38K
$69.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20New |
$156 - $172
|
20
$188
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 36.0% |
$140 - $155
|
68
$639
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12+ 0.25% |
$93.4 - $103
|
4.82K
$45.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.53% |
$38.9 - $43.1
|
955
$8.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$23.3 - $25.9
|
3
$28.2
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.4% |
$23.3 - $25.9
|
753
$7.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.02% |
$23.3 - $25.9
|
12.6K
$118K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.23% |
$15.6 - $17.2
|
886
$8.32K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.53% |
$7.78 - $8.62
|
188
$1.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$7.78 - $8.62
|
4.79K
$44.9K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.06% |
$7.78 - $8.62
|
1.75K
$16.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.15% |
$7.78 - $8.62
|
675
$6.34K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.16% |
$7.78 - $8.62
|
623
$5.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.05% |
$7.78 - $8.62
|
96
$901
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3- 0.01% |
$23.3 - $25.9
|
43.6K
$409K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.06% |
$54.5 - $60.3
|
10.8K
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-10- 0.09% |
$77.8 - $86.2
|
11.7K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-19- 0.19% |
$148 - $164
|
10.1K
$94.9K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-26Closed |
$202 - $224
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-28- 0.1% |
$218 - $241
|
28.8K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-46- 0.26% |
$358 - $397
|
17.9K
$168K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-49- 15.41% |
$381 - $422
|
269
$2.53K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 89.29% |
$389 - $431
|
6
$56.3
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-73- 63.48% |
$568 - $629
|
42
$394
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-74- 3.03% |
$576 - $638
|
2.37K
$22.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-81- 0.29% |
$630 - $698
|
28.2K
$264K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-91- 20.22% |
$708 - $784
|
359
$3.37K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-92- 50.27% |
$716 - $793
|
91
$854
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-97- 0.04% |
$755 - $836
|
236K
$2.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-100- 0.34% |
$778 - $862
|
29.1K
$273K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-100- 0.37% |
$778 - $862
|
27.3K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-131- 0.84% |
$1.02K - $1.13K
|
15.5K
$146K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-134- 0.99% |
$1.04K - $1.16K
|
13.4K
$126K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-150- 4.27% |
$1.17K - $1.29K
|
3.37K
$31.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-175- 5.49% |
$1.36K - $1.51K
|
3.01K
$28.3K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-180Closed |
$1.4K - $1.55K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-186- 27.35% |
$1.45K - $1.6K
|
494
$4.64K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-190- 65.52% |
$1.48K - $1.64K
|
100
$939
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-196- 0.9% |
$1.52K - $1.69K
|
21.7K
$203K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-204- 1.1% |
$1.59K - $1.76K
|
18.4K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-225- 1.93% |
$1.75K - $1.94K
|
11.4K
$107K
|